Author: tobroyal

The stock market is still a rollercoaster this year. Every little increase is followed by (big) downturns. That is still annoying, but I got more used to see the red figures when looking at my portfolio – focusing on the long term – buy and hold. My portfolio lost 5.5% year to date. All investments, […]

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There are extraordinary times with the conflict between Russia and Ukraine and the high inflation. I will try to sum up some thoughts on portfolio structure in this text, that came up through the last weeks. This thoughts are limited on portfolio structure and do not consider any outcome or impact from the conflict between […]

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(Norwegian version) Goal Achieve a portfolio that provides a significant annual return. The return should be a minimum of 5% annually. The strategy is based on a Core-Satellite mindset. This means a large core that is based on defensive and long-term investments. Traditionally, passive ETFs, i.e. on  MSCI World and Emerging Markets indices, are used […]

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My wikifolio “Global Stock Picking” was established in September 2019. A wikifolio is a portfolio that anybody can invest in via the Stock Exchange at Stuttgart. You find more info on the wikifolio website. At the moment my wikifolio “Global Stock Picking” contains several growth posisitons. These positions are classified as Satellites in my strategy […]

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Rebalancing is based on November figures this year. All categories are within their ranges pr November, so there are not many actions required. #buyandhold Cash 17% (range 0 – 30%) Core 66% (range 50 – 95%) Satellite 17% (range 5 – 35%) There will be additional savings in December, that will increase the cash level […]

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Sommeren ble vesentlig mindre volatil enn jeg forventet. Ønskemålet var å kjøpe ETF-andeler i Vanguard All-World til en lavere pris enn i slutten av juni, hvor jeg solgte en del av mine sektor-fondene. Ønsket ble ikke innfridd. Her litt mer om mine tanker før ferien 2021/06/21/rebalanseringen-sommeren-2021/ Prisen for den ønskete ETF`en ble aldri vesentlig lavere. […]

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